Vision Advisory Conference on "Investment Planning for Corporate Executives"

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PHD Chamber of Commerce in association with Vision Advisory Services Pvt Ltd conducted a seminar


Mumbai,  MH, February 28, 2014 -(PressReleasePoint)- PHD Chamber of Commerce in association with Vision Advisory Services Pvt Ltd conducted a seminar recently on “Investment Planning for Corporate Executives” where more than 50 participants from various organizations participated.

With the need to spread awareness about investment planning for corporate executives, PHD Chamber, a vibrant and proactive representative organization of business and mercantile community of northern and central India, along with Vision Advisory, a one point Investment service provider of Bhopal, conducted a seminar in educating the necessity and need of investment planning to the young and energetic executives.

The conference commenced with the welcoming of Guest of Honor, Mr. SK Zuthsi, Circle Head, PNB, Mr. Piyush Mathur, CGM, Laghu Udyog Nigam and Mr. K Vaidyanathan, Coo, HEG along with Mr. R G Dwivedi, Regional Director, PHD Chambers and Mr. Pradeep Karambelkar, Director, Vision Advisory Services Pvt Ltd were present at this occasion.

Mr. SK Zuthsi, Circle Head, PNB spoke to the audience about the Bank Schemes of Individual Investment planning and its importance in today’s time. Various knowledgeable speakers were present at this occasion who also enlightened the audience.

Ms. Alpa Shah, Certified Financial Planner & Director Next Level Education Pvt Ltd from Mumbai and Mr. Rohit Raj Mathur, Branch Manager, HDFC Mutual Fund spoke on Mutual Funds, its importance and its significance in the investment planning. Mr. Raj Rishi Ghosh, Charted Accountant, spoke on the topic " tax implications on investments and its benefits" .

Mr. R G Dwivedi, Regional Director, PHD Chambers, said” Our sole purpose behind conducting this conference with Vision Advisory was to educate and spread awareness on the importance of Investment planning and its need to corporate executives. We are very happy that so many corporate have joined us on this occasion.”

Mr. Pradeep Karambelkar, Director, Vision Advisory Services Pvt Ltd, said” Investment planning provides a right perspective and gives full understanding of organizational benefits, compensation and executive’s benefit plan offered by organization, ensuring and enabling them to make right choices to improve their financial position. Investment planning today is a necessity and after sales services is the most important factor in the investment service business. “

The conference on concluding, witnessed an interactive session wherein the participants interacted with the financial experts and clarified their queries & got in-depth knowledge on investment planning.


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